David Carbiener (CRD# 2279691) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Mckinleyville, CA and has over 31 years of experience in the finance industry.
CRD# 3059193
Lpl Financial LLC
CRD# 5386765
Redwood Coast Financial Partners
CRD# 2769064
Stonex Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Advisory, LLC | Mckinleyville, CA | May 2023 - Current | < 1 |
| Steward Partners Global Advisory, LLC | Mckinleyville, CA | Apr 2021 - Current | 3 |
| Steward Partners Investment Solutions, LLC | Mckinleyville, CA | Jul 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management991MILLIONS
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Total Number of Accounts2,712ACCOUNTS
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Average Account Value$365,369
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